Ellevest Inc’s Weatherford International WFRD Stock Holding History

Ellevest Inc’s Portfolio WFRD Stock Details WFRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-110	Closed	-$6.53K	–	1627
2023 Q1	$6.53K	Sell	110 -212	-66%	-$12.4K	﹤0.01%	1138
2022 Q4	$16.4K	Sell	322 -177	-35%	-$7.29K	﹤0.01%	913
2022 Q3	$16K	Buy	+499	New	+$12.5K	﹤0.01%	885

Other funds holding WFRD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

LIM

Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ellevest Inc's WFRD Position: Q2 2023 in Review

Ellevest Inc sold out of Weatherford International (WFRD) in Q2 2023, closing a stake of 110 shares — an estimated $6.53K sold.

Ellevest Inc first reported a position in WFRD in Q3 2022 and held it in 3 quarters. The position peaked at $16.4K in Q4 2022. 244 funds tracked by Wall St. Rank hold WFRD as of Q2 2023.

Ellevest Inc reported no remaining Weatherford International position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 110 Weatherford International shares in Q2 2023, an estimated $6.53K.
Ellevest Inc first reported a position in Weatherford International in Q3 2022 and held it in 3 quarters.
Ellevest Inc's Weatherford International position peaked at $16.4K in Q4 2022.
244 funds tracked by Wall St. Rank held Weatherford International as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.